PARENTS AND GUARDIANS ASSOCIATION … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

LISA W MORELLI

Phone

8435142898

Tax Period

2024-10-01 to 2025-09-30

PARENTS AND GUARDIANS ASSOCIATION OF THE COASTAL CENTER is a small nonprofit that reported $295K in total revenue in fiscal year 2024. Revenue surged 420% from the prior year, signaling strong growth momentum. The organization ran a surplus of $260K, a strong 88% operating margin.

Mission

Represents Parents and Guardians of the developmentally disabled living at the Coastal Center.

Program Service Accomplishments

Program 1

Expenses: $34,358 Revenue: $270,617

Represents Parents and Guardians of the developmentally disabled living at the Coastal Center.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $264,490

Program Service Revenue $0

Investment Income $63

Other Revenue $30,935

TOTAL REVENUE $295,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,358

Other Expenses $35,311

TOTAL EXPENSES $35,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$295,488	$56,867	+4.2%
Expenses	$35,311	$37,458	-0.1%
Net Income	$260,177	$19,409	+12.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LISA W MORELLI	Vice President	Director	$0	$0	$0
TRACEY AGOSTINI	Director	Director	$0	$0	$0
PENELOPE BOWMAN	Director	Director	$0	$0	$0
KIM MAXON	Treasurer	Director	$0	$0	$0
ERICK LEMON	President & CEO	Director	$0	$0	$0
ANNETTE GREEN	Director	Director	$0	$0	$0
DAVID AGOSTINI	Director	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$295,488	$35,311	$378,503	$260,177
2020	$76,359	$74,524	$78,936	$1,835

PARENTS AND GUARDIANS ASSOCIATION OF THE COASTAL CENTER